Count Financial Limited

AFS License Number
227232
Name
Count Financial Limited
ABN/ACN/ARBN
19001974625
Licensee issued
July 1, 2003
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Aaron Levi Whitehead 2010 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Aaron Speelman 2007 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2017 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional
 Aaron Zelman 2004 1999 - Bachelor of Arts - Bachelor Degree (AQF 7) - Monash University ~ 1999 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Monash University ~ 2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2004 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT University
 Abolade Afisu Akamo 2006 2009 - Advanced Diploma of Financial Service (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Adam Ellsmore 2010 2009 - Bachelor of Business (Banking & Finance) - - Charles Sturt University ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2013 - Margin Lending & Geared Investments - - Kaplan Professional
 Adam Hone 2014 2013 - Bachelor of Commerce (Commercial Law & Finance) - - University of Sydney ~ 2013 - Diploma of Financial Planning - - International Institute of Technology (IIT) ~ 2013 - RG146 Tier 1 Specialist Margin Lending Course - - International Institute of Technology (IIT)
 Adam John Marjoribanks 1997 2002 - Foundation DFP - - Financial Planning Assocation of Australia ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Adam Mark Moiler 2012 2005 - Bachelor of Engineering Mechanical Engineering (Honours) - Bachelor Degree (AQF 7) - Curtin University ~ 2011 - Graduate Certificate of Chartered Accounting Foundations - Graduate Certificate (AQF 8) - Deakin University ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2012 - Certificate IV Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FINANCIAL ADVICE REGULATION (INTENSIVE) - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - ETHICS FOR FINANCIAL SERVICES (INTENSIVE) - Bridging Course - Ethics - Deakin University ~ 2023 - ESTATE PLANNING & RISK MANAGEMENT STRATEGIES (INTENSIVE) - Other - Deakin University ~ 2024 - FINANCIAL BEHAVIOUR & DECISION MAKING (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University ~ 2024 - SUPERANNUATION AND RETIREMENT PLANNING - Other - Deakin University
 Adrian Francis Pekin 2006 2004 - Diploma of Financial Planning - - Financial Planning Assocation of Australia ~ 2008 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2010 - Financial Planning Assocation of Australia - - Kaplan Professional
 Aimee Caitlin Taylor 2014 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2016 - Margin Lending - Other - Integrity Education Group ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Taxation Law for Tax (Financial) Advisers - Other - Applied Education
 Alexander Kambos 2015 1994 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Wollongong ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Education ~ 2018 - TASACLv1 Commercial Law - Other - Kaplan Professional
 Alexander Lee 2015 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alexander Murray Mcadam 2006 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2018 - SMSF Self Managed Super Funds - Other - Integrity Education Group
 Alison Louise Antoinette 2000 1991 - Bachelor of Arts - Bachelor Degree (AQF 7) - Macquarie University ~ 2002 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2012 - ASX Markets Responsibilities Executive Exam - Other - Kaplan Professional
 Alison Stanbridge 2018 2011 - University of South Australia - Bachelor Degree (AQF 7) - Bachelor of Accounting ~ 2014 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alistair Galbraith 2016 1993 - Bachelor of Business - Bachelor Degree (AQF 7) - University of New England ~ 2011 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Securities and Managed Investments - Other - Kaplan Professional
 Amanda Leanne Crook 2007 2004 - Diploma of Financial Services (Financial Planning) - - Integratec (Kaplan Professional) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Andrew Christopher Duckett 2013 2006 - The Securities and Derivatives Industry Association (SDIA) Accreditation Program - Other - Deakin University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2016 - Graduate Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Gradulate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Andrew Clements 2018 2005 - Bachelor of Commerce (Accounting) - - Deakin University ~ 2018 - DFP: Securities and Managed Investments - - Kaplan Professional ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 Andrew James Thackeray 2000 2003 - Diploma of Financial Services (Financial Planning) - - Commonwealth Bank
 Andrew John Newburn 2007 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2005 - Diploma of Financial Service (Financial Planning) - Diploma (AQF 5) - Tribeca
 Andrew John Risson 2003 1998 - Bachelor of Commerce - - University of Queensland ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Andrew Larkin 2015 2011 - Foundations of law - Other - University of Newcastle ~ 2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2013 - Taxation - Other - University of Newcastle ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Andrew Quayle 2004 1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin University ~ 1992 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2002 - Master of Taxation Law - Masters Degree (AQF 9) - Deakin University ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Andrew Robert Joseph Hollow 1994 1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 1998 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Aged Care Specialist Adviser - Other - Aged Care Specialists ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Angela Marie Sinel 2012 2010 - Bachelor of Commerce - - Deakin University
 Angus Stuart Martin 2018 2002 - Project Management Principles - Other - Tasmanian Electronic Commerce Centre ~ 2007 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - The Association of Superannuation Funds of Australia (ASFA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Anita Fasciani 2008 2008 - Certificate IV in Financial Services - Certificate (AQF 1-4) - RMIT University ~ 2008 - Diploma of Financial Services - Diploma (AQF 5) - RMIT University ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2016 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2017 - Accredited Aged Care Professional - Other - Aged Care Steps
 Annie Elizabeth Harris 2008 2000 - Bachelor of Environmental Management - - University of Ballarat ~ 2005 - Diploma of Management - - TAFE - University of Ballarat SMB ~ 2008 - Graduate Diploma of Financial Planning - - Kaplan (formerly FINSIA) ~ 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - - Australis College (formerly Intellitrain) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Anthony Daniel Sinclair 2006 2002 - Bachelor of Business - - Swinburne University of Technology ~ 2006 - Diploma of Financial Services - - Kaplan (formerly FINSIA) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Anthony John Bedworth 2005 1998 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2005 - Self Managed Superannuation Funds - Other - Tribeca ~ 2012 - Financial Planning Specialist - Professional Designations - CPA Australia ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anthony Michael Kofkin 2004 2003 - Diploma of Financial Planning - Diploma (AQF 5) - RMIT University ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2024 - Ehice and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anthony Munday 1985 1984 - Bachelor of Arts (Honours) - - University of Kent ~ 2002 - Financial Planning Association (FPA) - - Diploma of Financial Planning ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Diploma of Finance and Mortgage Broking Management - - TAFE - NSW
 Anthony Perree 2001 1990 - Bachelor of Economics - - Monash University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Ashley Smith 2016 2011 - Bachelor of Commerce - - University of Melbourne ~ 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Securities and Managed Investments - - Kaplan Professional ~ 2018 - Tax for Financial Advising - Other - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Benjamin John Newbold 2001 2000 - Bachelor of Banking and International Finance - Bachelor Degree (AQF 7) - The Flinders University of South Australia ~ 2005 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2012 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
 Benjamin Shearman 2016 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Benjamin Venter 2010 2007 - Bachelor of Business (Finance and Marketing) - - Griffith University ~ 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Bianca Jade Carroll 2022 2020 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Billy-joe Phillips 2004 2003 - Bachelor of Management - Bachelor Degree (AQF 7) - University of Newcastle ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Blake Alfred Tooth 0 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Flinders University ~ 2013 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brad Malen Rumbelow 1996 2000 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Aged Care | Aged Care advice opportunities - Other - Aged care Steps ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Bradley Berman 2014 2008 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2010 - Master of Training and Development - Masters Degree (AQF 9) - University of New England ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Bradley Dale Peters 2004 1994 - Master of Business Administration - Masters Degree (AQF 9) - University of Queensland ~ 2000 - CPA Designation: Financial Planning Specialist - Professional Designations - CPA Australia ~ 2011 - Margin Lending Accreditation Program - Other - Financial Essentials ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Bradley Lance Rousell 2002 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2003 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Brendan James Lynch 1996 2005 - Self Managed Super Funds - Other - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2014 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brent Alexander Kirchner 2017 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 1999 - CPA Program - Professional Designations - CPA Australia ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - CPA Australia ~ 2017 - Advising in SMSFs - Other - CPA Australia
 Brian Douglas Rafton 2003 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2008 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Brodie Galati 2009 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Bruce Wayne Fullerton 1980 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment
 Caleb Winston Reeves 2010 2006 - Bachelor of Finance - Bachelor Degree (AQF 7) - Bond University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Cameron Gordon Martin 2021 2015 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2023 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Cameron Ronald Mcausland 2006 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2013 - WM1333 Aged Care & WM1334 Advanced Aged Care - Other - MLC Internal Accreditation ~ 2018 - Self Managed Super Funds - Other - MLC Internal Accreditation
 Cameron Thornton Reed 2006 1992 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New England ~ 1993 - Graduate Diploma of Financial Management - Graduate Diploma (AQF 8) - University of New England ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2005 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2005 - Self Managed Superannuation Funds Adviser Course - Other - Tribeca
 Carolyn Denise Findlay 2013 2008 - Diploma of Financial Services (Financial Planning) - - Diploma of Financial Services (Financial ~ 2012 - Margin Lending - - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Casey Marijke Kropman 2012 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2002 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2012 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Catherine Beh 2012 1992 - Bachelor of Social Science (Economics) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2002 - Master of Educational Leadership - Masters Degree (AQF 9) - University of Western Sydney ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services AcademyDiploma (AQF 5) ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Catherine Mary Shelvey 2015 2015 - Diploma of Financial Planning - Diploma (AQF 5) - The Association of Superannuation Funds of Australia (ASFA) ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Celia Almeida Barila 2016 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2006 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2009 - CPA Program - Professional Designations - CPA Australia ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Chris Krstevski 1998 1985 - Bachelor of Commerce (Accounting) - - University of Newcastle ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Christina Leanne Hendry 2016 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2014 - CPA - Professional Designations - CPA Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2018 - SMSF Specialist - Other - Self Managed Super Fund Association ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christine Anne Hallowes 2000 2002 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial PLanning Association ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christine Kay Ivers 2008 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Central Queensland University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty (GWM Adviser Services ~ 2006 - Advanced Strategies for Self Managed Superannuation - Other - ThreeSixty (GWM Adviser Services) ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christopher John Brown 2009 2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Christopher Paul Brame 2022 2016 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Clinton Barry Fleming 2014 2008 - Bachelor of Science - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2013 - Managed Investments & Securities - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Master of Business (Applied Finance) - Bachelor Honours Degree (AQF 8) - Queensland University of Technology ~ 2014 - Superannuation and Life Insurance Skills - Diploma (AQF 5) - Kaplan Professional
 Clinton Michael Teitz 2018 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Clive Levinthal 2018 2001 - Chartered Financial Analyst (CFA) - Professional Designations - Association for Investment Management and Research ~ 2003 - Risk Management - Other - Integratec ~ 2019 - Commercial Law - Other - Kaplan Professional ~ 2019 - DFP5v5 Tax for Financial Advising - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Cody John Peacock 0 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Corinne Louise Gepp 2001 1994 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Western Australia ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Applied Self-Managed Super Fund Advice - Other - Australian Executor Trustees ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps
 Costa Mappis 2011 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Tier 1 Adviser Compliance Solution - Diploma (AQF 5) - FINSIA ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Craig Brendan Holly 2012 2012 - Bachelor of Business (Financial Planning) - - RMIT University
 Craig Elmo Gunawardana 2009 2003 - Diploma of Commerce - Diploma (AQF 5) - Melbourne Institute of Business and Technology (MIBT) ~ 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Craig Ross Shainfeld 2002 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kings International College ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Introduction to SMSFs - Other - Accurium Education
 Craig Russell Tschirpig 2006 1999 - Bachelor of Business(Accounting) - Bachelor Degree (AQF 7) - Central Queensland University ~ 2002 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2005 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Craig Stevens 1999 1995 - Bachelor of Business (Accounting) - - RMIT University ~ 2000 - Diploma of Financial Planning - - Financial Planning Assocation of Australia ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Crystal-louise Broadfoot 2007 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2009 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Dale Robinson 1997 2003 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - The Commonwealth Bank of Australia ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan
 Damien Mckern 2016 1995 - Bachelor Of Business (Accountancy) - - Queensland of University Technology ~ 1995 - Bachelor of Laws - - Queensland University of Technology ~ 1997 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand (CAANZ) ~ 2002 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Damon Smith 2015 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2006 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Margin Lending - Other - Kaplan Professional
 Daniel John Miller 2016 1999 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2016 - Diploma of Financial Planning - - International Institute of Technology ~ 2016 - IIT: Specialist Self Managed Superannuation - - International Institute of Technology
 Daniel Krstevski 2017 2004 - Bachelor of Commerce - - University of Newcastle ~ 2012 - Tier1: (928) Margin Lending - Other - Kapan Professional ~ 2020 - Accredited Listed Product Adviser - Other - Kaplan Professional ~ 2022 - Certified Financial Planner - Professional Designations - CFP ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2024 - SMSF Regulations and Taxation - Other - Kaplan Professional
 Daniel Paul Alomes 2014 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2013 - Chartered Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Financial Planning Specialist (FPS) - Professional Designations - CPA Australia ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Daniel Paul Lunardi 2015 2014 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2015 - Diploma Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Daniel Williams 2017 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Darren Stevens 2001 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2016 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association ~ 2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Andrew Murphy 2002 1987 - Bachelor of Economics - - University of Newcastle NSW ~ 2015 - Diploma of Financial Planning (FNS50611) - - IIT
 David Anthony Ryan 2003 1996 - Bachelor of Commerce - - University of Ballarat (Federation University) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Bernard Costa 2003 2005 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Advanced Strategies for Self Managed Superannuation - Other - ThreeSixty ~ 2024 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 David Blakis 2001 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2005 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia ~ 2015 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Charles Gates 1986 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Chartered Life Practitioner (ChLP) - Professional Designations - Asia Pacific Financial Services Association (APFinSA) (AFA)
 David Evers 2002 1993 - Bachelor of Commerce - - University of Newcastle ~ 1995 - Chartered Accountant - - Chartered Accountants Australia New Zealand
 David John Kelsey 2004 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - SMSF Specialist Advisor (SAA) - Professional Designations - SMSF Association ~ 2015 - Margin Lending ATA - Other - AMP ~ 2016 - Aged Care ATA - Other - AMP ~ 2021 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Griffith University
 David John Lakey 1995 1997 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - SMSF Accreditation - Other - Commonwealth Financial Planning
 David John Shaw 2016 1988 - Bachelor of Business With Credit - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 1995 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2016 - Superannuation & Self-Managed Superannuation Funds - Other - Pinnacle Financial Services Academy ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 David Lee White 2012 2013 - 928S Margin Lending - Other - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Ridgway 1998 1991 - Bachelor of Business - - University of Southern Queensland ~ 1994 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 David Ronald Pilchowski 2003 2005 - Diploma of Financial Advising - - Kaplan (formerly Securities Institute Australia) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - - University of Adelaide
 David Satwant Sidhu 2003 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University ~ 2000 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2005 - SMSF Special Advisor - Professional Designations - SMSF Association ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Vickers 2006 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association ~ 2012 - 928S Margin Lending - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Debra Leanne Mills 2010 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
 Dishna Wijenayake 2013 2002 - Bachelor of Business (Management & Marketing) - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Master of Practicing Accounting - Masters Degree (AQF 9) - Monash University (Caulfield) ~ 2008 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Holmesglen TAFE ~ 2016 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Domenico Carmelo Sita 2012 1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2012 - Principles in Self Managed Superannuation Funds - Other - International Institute of Technology ~ 2012 - RG146 Tier 1 Margin Lending Specialist Course - Other - International Institute of Technology ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Donald Angus Mcqueen 2004 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca Learning Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
 Donald Lavery 1994 1987 - Bachelor of Business - - Kuring-gai College of Advanced Education UTS ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Donna Christine Heard 2001 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2015 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Professional ~ 2015 - Margin Lending Specialist - Other - Kaplan Professional ~ 2016 - Self-Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Eduardo Delacruz 2002 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2001 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials ~ 2007 - ASX Listed Products Accreditation Course - Other - Savings Factory ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Emily Rosemary Lovell 2018 2016 - Bachelor of Business and Bachelor of Economics - - University of Tasmania ~ 2017 - Diploma of Financial Planning - - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Eric Allan Mccay 2003 1984 - Bachelor of Business Accountancy - - Queensland Institute of Technology ~ 1987 - Certified Practicing Accountant - - Australian Society of Accountants ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2013 - Certified Financial Planner - - FPA
 Eric Haines 1994 1980 - Bachelor of Commerce (Accounting) - - University of New South Wales ~ 1981 - Certificate of Membership - - Chartered Accountants Australia New Zealand ~ 1989 - Financial Planning Specialist - - Chartered Accountants Australia New Zealand ~ 2001 - PS146 Knowledge Assessment - - Securities Institute (Kaplan Professional)
 Eugene (kang) Wong 2011 2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Farrell Spungin 2008 1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Gaurav Arora 2017 2004 - Bachelor of Commerce - Other - Guru Nanak Dev University (india) ~ 2009 - Master of Accounting and Financial Management - Masters Degree (AQF 9) - La Trobe University ~ 2014 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2024 - Ethics and Pofessionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gavin Cao 0 2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Geoffrey Malcolm Wilson 1999 1983 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2011 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Cavendish & ICFS Specialist SMSF Course - Diploma (AQF 5) - The University of Adelaide
 Gerard Werner Rust 2010 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2012 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2014 - Margin Lending - Other - Kaplan Professional ~ 2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Glenn Torrents 2000 1989 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 1992 - Chartered Accountants (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CAANZ) ~ 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Grant Gerald Van Heerden 2009 2007 - Diploma of Financial Services (Financial Planning) FNS50804 - - Mentor Education / RG146 ~ 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - - Australis College (formerly Intellitrain) ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning (FNS60410) - - Kaplan Professional
 Grant Homes 2017 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Greg Paul Weiland 2007 1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - SuperConcepts & ICFS Specialist SMSF online course - Diploma (AQF 5) - The University of Adelaide (SuperConcepts)
 Gregory Burford 2001 1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney ~ 1996 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ) ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gregory Thornton 2006 1995 - Bachelor of Applied Science (Systems Agriculture) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2022 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
 Hamish Lorimore Zerbe 2005 2005 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2011 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2016 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Harris Hadjiharalambous 2014 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2014 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Economic and Legal Context for Financial Planning - Bridging Course - Ethics - Kaplan Professional
 Hayden George Pike 2017 2015 - Bachelor Finance - Bachelor Degree (AQF 7) - La Trobe University
 Heather Joy Boughton 1997 1992 - Certificate in Financial Markets - Certificate (AQF 1-4) - The Securities Institute of Australia ~ 1997 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - University of South Australia ~ 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2015 - SMSF Specialist Course - Other - Cavendish
 Heidi Narelle Schwegler 2007 2000 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2014 - Aged Care Specialist Adviser - Other - Association of Financial Advisers (AFA) ~ 2014 - Personal Injury Specialist Adviser - Other - Association of Financial Advisers (AFA)
 Helga Baxter 2007 2006 - Certified Financial Planner - Professional Designations - FPA ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Finance and Mortgage Broking Management - Diploma (AQF 5) - Intelligent Training Solutions ~ 2022 - Aged Care - Other - Challenger ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Henry Campbell Phelps Dick 0 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Hilary Linda Acheson 2015 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Graduate Certificate in Financial Services - Graduate Certificate (AQF 8) - University of New England ~ 2018 - Tier1: (928) Margin Lending - Other - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hugh Nowaki Mcqueen-tokita 2011 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ian Carter 1998 1988 - Bachelor of Commerce (Economics) - - University of Wollongong ~ 1993 - Graduate Diploma ofApplied Finance & Investment - - Securities Institute/Finsia ~ 2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan (formerly Securities Institute Australia) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ian Mallinson 2012 2006 - Diploma of Business - Diploma (AQF 5) - TAFEWA Central ~ 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University ~ 2012 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2017 - Postgraduate Diploma in Commerce - Graduate Diploma (AQF 8) - Curtin University
 Jacob Moss 2014 2011 - Diploma of Financial Services (Financial Planning) - - Mentor Education / RG146 ~ 2014 - Advanced Diploma of Financial Planning - - Mentor Education / RG146 ~ 2014 - RG146 Tier 1 Specialist Margin Lending - - International Institute of Technology ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Jakob Van Dalen 2017 2016 - Bachelor of Business (Sport Development and Management) - Bachelor Degree (AQF 7) - La Trobe University ~ 2017 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Licensee Accreditation - Listed Securities - Other - MLC ~ 2020 - Licensee Accreditation - Self Managed Super Funds - Other - MLC ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 James Darling 2012 2008 - Bachelor of Commerce (Financial Accounting) - Bachelor Degree (AQF 7) - University Newcastle ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 James Ivan Weir 2018 2013 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
 James Joseph Miller 2008 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia
 James Mohi Tarawhiti 2007 2007 - Diploma of Financial Services (Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2012 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute
 Jane Florence Pryor 2001 2000 - Risk Management for Financial Services Professionals - Other - Integratec ~ 2005 - Taxation Planning - Other - Tribeca ~ 2006 - Estate Planning - Other - Tribeca ~ 2012 - 924 Superannuation & Skills - Other - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Jasmin Loke 2006 2006 - Diploma Of Financial Services (Financial Planning) - Diploma (AQF 5) - TAFE NSW ~ 2012 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jason Abrahams 2000 2000 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2003 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jason Alexander Mcgregor 2010 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Jason Andrew Barr 2008 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jason Burley 2000 1997 - Bachelor of Business - - Southern Cross University ~ 2003 - Graduate Diploma of Financial Planning - - Kaplan (formerly Securities Institute Australia) ~ 2011 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online
 Jason Chew 2009 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Traineeship Management Australia (TMA) ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2018 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2019 - Ethics and Professionalism in Financial AdviceK - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Jason Harris 1998 1997 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Jean Francois Patrice Jacquin 2005 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jennifer Jean Jess 2011 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Jeremy Guirguis 2018 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales ~ 2016 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Jerome George Alam 2012 2011 - Bachelor of Commerce (Finance and Financial Planning) - - University of Wollongong ~ 2012 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2020 - Accredited Aged Care Professional - Other - Aged Care Steps
 Jesmond William Azzopardi 1995 2000 - Financial Planning Principles and Practice Module 2 Wealth Protection - Other - Securities Institute ~ 2001 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2018 - Margin Lending Accreditation Program - Other - DeakinCo ~ 2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Jesse Anton Stock 2014 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Commercial Law Course (TASACLv1) - Other - Kaplan Professional ~ 2017 - Tax for Financial Advising - Other - Kaplan Professional ~ 2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Jessica Catherine Beck 2018 2017 - Bachelor of Arts - Bachelor Degree (AQF 7) - Macquarie University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Jessica Lee Black 0 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University ~ 2020 - LAW504 - Business and Corporations Law - Other - Charles Sturt University
 Jiangying Dai 2011 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Jie Lin 2013 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales ~ 2017 - Margin Lending Knowledge and Skills - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2022 - Certified Financial Planner - Professional Designations - FPA
 Jim Bouzios 2014 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
 Joel Cameron Nicol 2008 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Self Managed Superannuation Funds - Other - International Institute of Technology ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
 John Eric Ellis 1998 1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales ~ 1991 - Charted Accountant (CA) - Professional Designations - Charted Accountants Australian and New Zealand (CA ANZ) ~ 2000 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
 John Henry Rimpici 2015 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan (formerly FINSIA) ~ 2008 - Bachelor of Financial Administration - - University of New England ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 John Kaye Tatterson 2004 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2007 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan KProfessional
 John Littleproud 2001 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 1997 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand (CAANZ) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John Patrick Mackrell 2011 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John Rohan Sadler 2012 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 John Traficante 2013 1995 - Bachelor of Social Sciences (Information Management) (Major: Accounting) - - University of Melbourne ~ 2001 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute/Finsia ~ 2011 - Margin Lending Geared Investments - - Kaplan ~ 2015 - Diploma - Financial Services Mortgage Broking - - National Finance Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John William Redmond 2006 1984 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Chisholm Institute of Technology ~ 2006 - Diploma of Financial Services - Diploma (AQF 5) - Dover Financial Training ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2017 - CA Financial Planning Specialist - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ) ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Jonathan Fischer 2014 2012 - Bachelor of Commerce (Finance) - - University of Newcastle ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - Margin Lending - - Kaplan Professional
 Jonathon Dennis Kelly 2014 2004 - Certificate IV in Financial Services - - Swinburne University of Technology ~ 2009 - Diploma Of Financial Services (Financial Planning) - - ThreeSixty ~ 2016 - Self-Managed Superannuation Fund - - Mentor Education
 Jordan Christopher Odd 0 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Joseph John Zanca 1989 1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 1993 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute of Australia ~ 1993 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 1994 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2000 - Chartered Accountant (CA) Financial Planning Specialist (FPS) - Professional Designations - Institute of Chartered Accountants (CA ANZ)
 Joshua Luke Buckley 2020 2016 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Juan NI 2017 2009 - Master of Business (Accountancy) - - University of South Australia ~ 2016 - Diploma of Financial Planning - - International Institute of Technology ~ 2016 - Principles in Self Managed Superannuation - - International Institute of Technology
 Justin David Van Haren 2006 2004 - Diploma of Financial Planning (1-8) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - ASX Listed Product Accreditation Course - Other - LPAC Online ~ 2018 - Specialist Self Managed Superannuation Funds - Other - International Institute of Technology (IIT)
 Justin Nothling 2001 1993 - Bachelor of Nursing - - Central Queensland University ~ 1999 - Graduate Diploma of Management - - Central Queensland University ~ 2000 - Master of Business Administration (Financial Management) - - Central Queensland University ~ 2003 - Diploma of Financial Planning - - Deakin University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Justin Tyne 2001 2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Education ~ 2016 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Kade Jeffree Beasley 2018 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Securities and Managed Investments - Other - Kaplan Professional ~ 2020 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Karolina Grbin 2014 1995 - Bachelor of Business (Applied Economics) - Bachelor Degree (AQF 7) - Victoria University ~ 1999 - Certificate of Superannuation Management - Certificate (AQF 1-4) - The Association of Superannuation Funds Australia (ASFA) ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kate Rebecca Borch 2016 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2003 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kenneth Chung 2006 1994 - Bachelor of Engineering (Chemical Engineering) - - RMIT ~ 2000 - Graduate Diploma of Management (Technology Management) - - Deakin University ~ 2004 - Diploma of Financial Services (Financial Planning) - - ThreeSixty (GWM Adviser Services Limited) ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty (GWM Adviser Services Limited) ~ 2009 - Certificate IV Financial Services (Finance|Mortgage Broking) - - Intellitrain
 Kenneth William Grimes 2003 1960 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 1984 - Bachelor of Business - - Victoria University of Technology (formerly Footscray Institute of Technology) ~ 2006 - Diploma of Financial Services (Financial Planning) - - FINSIA Education (Kaplan Professional) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Kevin William Lloyd-woods 1980 2004 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
 Kharen Patricia Kaleda 1997 1992 - Bachelor of Commerce - - University of Wollongong ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Kim Scott 1991 1989 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England ~ 1992 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 1994 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kristian Floresta Tangan 2005 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education (Kaplan Professional) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kristina Triandafilis 2023 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Kristopher Philip Chapman 2018 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Western University of Sydney ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kyle Michael Brown 2007 2004 - Bachelor of Commerce (International Business & Finance) - - University of Tasmania ~ 2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Certified Financial Planner - - Financial Planning Association ~ 2019 - Ethics and Professionalism in Financial Advice - - Kaplan Professional
 Lachlan Charles Hudson Baker 1995 2002 - ASIC Policy Statement 146 - Other - Financial Services Training & Assessment ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Lachlan Cruickshank 2022 2020 - Bachelor of Commerce - Masters Degree (AQF 9) - Griffith University ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Lachlan Thomas Weir 0 2020 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Leah Alice Hall 2015 2002 - Bachelor of Commerce - - University of Newcastle ~ 2013 - Self Managed Superannuation Funds - - Pinnacle Financial Services Academy ~ 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
 Leeann Padayachee 2017 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Leonie Gae Nagle 2005 1987 - Bachelor of Economics - - University of Western Australia ~ 1990 - Graduate Diploma of Applied Finance & Investment - - Securities Institute/Finsia ~ 2004 - Diploma of Financial Planning - - Financial Planning Assocation of Australia ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Libero Dalla Zuanna 2000 2005 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2016 - Practice of Advanced Estate Planning - Other - Integrity Education Group ~ 2024 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Linda Rose Tellis 2012 2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2018 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Linh Thi Thao Nguyen 2015 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Lisa Fitzgerald 1995 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Principles of Business and Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2022 - Behavioural Finance & Wealth Management - Bridging Course - Behavioural Finance - Griffith University
 Lisa Maree Steel 2002 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2006 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast ~ 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2016 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Lisa-maree Grono 2024 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of New England
 Lloyd Grant Levin 2005 2007 - Diploma of Financial Services (Financial Planning), FNS50804 - Diploma (AQF 5) - Mentor Education ~ 2016 - ASIC RG146 Tier 1 Insurance Broking Compliance - Other - Australian and New Zealand Institute of Insurance and Finance
 Louise Maree Lakomy 2000 2002 - Graduate Diploma in Personal Financial Planning - Graduate Diploma (AQF 8) - University of Southern Queensland ~ 2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics & Professionalism - Bridging Course - Ethics - Griffith University ~ 2024 - Commercial Law - Other - Kaplan Professional ~ 2024 - Tax for Financial Advising - Other - Kaplan Professional
 Lucija Emina Saric 2004 1997 - Bachelor of Information Technology - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Margin Lending - Other - Pinnacle Financial Services Academy ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Luke DI Pietro 2006 2010 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Lyle John Greig 2003 1999 - Bachelor of Commerce (Accountancy) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2004 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Malcolm Geoffrey Charles Frost 1999 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - 2004 ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec ~ 2005 - Accredited Investment Fiduciary - Other - Fi360 Global Fiduciary Insights ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Pinnacle Financial Sservices Academy
 Marcus Dickson Reade-brown 2004 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Stockbrokers and Investment Advisers Association (SIAA) - Professional Designations - Margin Lending Accreditation Program ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Maria Margarida Teixeira 2004 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2013 - Aged Care Assessment - Other - Aged Care Adviser Network ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Mark Andrew Humphris 2000 2000 - Bachelor Business (Banking & Finance) - - University of SA ~ 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - University of South Australia ~ 2003 - Diploma Financial Planning - - Deakin University ~ 2003 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2012 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional
 Mark Christopher Gray 2002 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online
 Mark Cullen 2011 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Mark Edward Bettinzoli 2017 2017 - Bachelor of Business Studies - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2020 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps (ACS) Pty Ltd ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Mark Gerard O'toole 1993 1996 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 1996 - Diploma Financial Planning - Diploma (AQF 5) - Royal Melbourne Institute of Technology (RMIT) ~ 2002 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - The University of Western Sydney ~ 2004 - Advanced Strategies for Self Managed Superannuation - Diploma (AQF 5) - MLC
 Mark Roberts 2011 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Mark Sacks 2004 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - King's International College ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Martin Peter White 2002 2000 - Bachelor of Commerce - - Macquarie University ~ 2010 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Mary Theresa Benton 2005 2002 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2007 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2008 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Carberry 1999 1996 - Advanced Diploma of Accounting - - TAFE ~ 2002 - Graduate Certificate in Professional Accounting - - University of Southern Queensland ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2017 - Advanced Diploma of Financial Planning - - International Institute of Technology
 Matthew Cascun 2014 2008 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2008 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2018 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
 Matthew Coman 2013 2009 - Bachelor of Commerce - - University of Canberra ~ 2012 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2012 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Master of Applied Finance - - Kaplan Professional
 Matthew Harold Pack 2002 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
 Matthew Hayes 1997 1993 - Bachelor of Business - - Central Queensland University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Matthew Hol 1994 1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Ireland 2018 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2019 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew Kevin Cronin 2000 1993 - Certificate of Superannuation Management - Certificate (AQF 1-4) - The Association of Superannuation Funds Australian (ASFA) ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2015 - Margin Lending Advice ATA - Other - AMP ~ 2015 - SMSF Advice ATA - Other - AMP ~ 2016 - Aged Care ATA - Other - AMP
 Matthew Leigh Holmes 2014 2014 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Kaplan Professional
 Matthew Philip Mitchell 2018 2004 - Bachelor of Commerce - - University of Tasmania ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 Meegan Elizabeth Kundu 2014 2016 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Self Managed Superannuation Funds - Other - Super Concepts
 Melanie Anne Jones 2007 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2007 - Certificate in Rural Estate Planning - Certificate (AQF 1-4) - The University of Adelaide ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Melissa Papadimas 2013 2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2019 - SMSF Self Managed Super Funds - Other - Integrity Education Group
 Meredith Jane Overbury 2017 1996 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 1999 - Professional Year Program - Other - The Institute of Chartered Accountants ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism for Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Alexander Gionfriddo 2016 1988 - Bachelor of Business (Accounting) - - Chisholm Institute of Technology ~ 2016 - Diploma of Financial Planning - - International Institute of Technology ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Andrew Gay 2012 2012 - Diploma of Financial Planning - - International Institute of Technology (IIT) ~ 2013 - Advanced Diploma of Financial Planning (FNS60410) - - International Institute of Technology (IIT) ~ 2013 - Principles in Self Managed Superannuation - - International Institute of Technology (IIT)
 Michael Banks 2014 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2009 - Master of Strategic Management - Masters Degree (AQF 9) - University of Wollongong ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
 Michael Leonard Holmes 2004 2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2004 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2011 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2016 - Accredited Aged Care Professional - Other - Aged Care Steps
 Michael Louros 2001 1994 - Bachelor of Business - - Victoria University ~ 1997 - Graduate Diploma of Accounting - - Victoria University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2014 - Diploma of Financial Planning - - International Institute of Technology (IIT)
 Michael Milne 1998 1996 - Bachelor of Arts (Criminal Justice Administration) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2011 - RG146 Margin Lending - Other - MLC ThreeSixty ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Michael Molony 1999 1977 - Bachelor of Business (Accounting) - - Victoria University of Technology (formerly Footscray Institute of Technology) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Tier1: (923) Securities - - Kaplan Professional
 Mohammed Abou-eid 1996 1998 - Diploma of Financial Planning - - Deakin University ~ 2000 - Diploma - Financial Planning - - RMIT ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 Mushian LU Elsner 2007 1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - Shanghai University of International Business and Economics ~ 2011 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Naldo-rei Casanova 2018 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2024 - Introduction to SMSFs - Other - Accurium Education
 Natalie Nielsen 2011 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Nathan Frank Treloar 2012 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Commercial Law - Other - Kaplan Professional ~ 2018 - Tax of Financial Advising - Other - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
 Nathan Raymond Horne 2018 2015 - Bachelor of Business Majoring in Financial Management - - James Cook University ~ 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Tier 1 Margin Lending-Personal Advice - - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nellie Chen Fung 2008 1994 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Chartered Association of Certified Accountants UK ~ 2007 - Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicholas James Girdler 2006 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - The Flinders University of South Australia ~ 2005 - Applied Self-Managed Super Fund Advice - Other - Australian Executor Trustees ~ 2010 - Certificate IV in Financial Services (Finance / Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia
 Nicholas John Woods 2009 2005 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Nicholas Kemsley Gunner 2004 2003 - Diploma of Financial Services (Financial Planning) - - Securities Institute of Australia ~ 2012 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional
 Nicola Claire Chaffe 2014 2005 - Bachelor Commerce (Acc.) - Bachelor Degree (AQF 7) - Monash University ~ 2010 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2014 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional ~ 2014 - Accountants SMSF Package - Other - Kaplan Professional ~ 2014 - Graduate Diploma (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Australia
 Nigel John Martin 2004 2003 - Bachelor of Commerce - - Flinders University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
 Nunziante Losanno 2006 1992 - Bachelor of Commerce - - Australian National University ~ 2002 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2006 - Diploma of Financial Services - - Kaplan (formerly Tribeca) ~ 2007 - Certificate of Public Practice - - Chartered Accountants Australia New Zealand ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Patrick James Montgomerie 0 2012 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Patrick Ponce 2009 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Paul Jackson 2010 2005 - Bachelor of Business - - Griffith University ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Paul Joseph Case 2002 1990 - Bachelor of Economics - - Adelaide University ~ 1992 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2019 - Margin Lending & Geared Investments - - Kaplan Professional
 Paul Polydefkis Tsikopoulos 2004 1993 - Bachelor of Business - - Victoria University ~ 2001 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2018 - Diploma of Financial Planning - - Integrity Education Group ~ 2020 - Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin University
 Paul Richard Mulock 1994 1983 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales ~ 1983 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of New South Wales ~ 2000 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
 Peter Edward Blackett 1997 2002 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Peter Karlson 1998 1988 - Bachelor of Business - - Swinburne University of Technology ~ 1998 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Peter Keith Dickinson 2016 2013 - Diploma of Financial Planning - Diploma (AQF 5) - TAFE NSW ~ 2017 - Bachelor of Applied Finance (Financial Planning) - Bachelor Degree (AQF 7) - TAFE NSW ~ 2019 - Certified Financial Planner - Professional Designations - Financial Planning Association
 Philip Toby Smith 2004 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2004 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Professional
 Philip William Benson 0 2015 - Bachelor of Science - Bachelor Degree (AQF 7) - Murdoch University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Swinburne University of Technology
 Prashneel Karan 2014 2009 - Bachelor of Commerce (Accounting) - - Monash University ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - RG146 Tier 1 Specialist Margin Lending Course - - International Institute of Technology (IIT) ~ 2021 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Rachel Crick 2018 2018 - DFP: Securities and Managed Investments - - Kaplan Professional ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 Rachel Elizabeth Buhagiar 2001 2003 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2009 - Life Risk Specialist Accreditation - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2012 - Margin Lending - Other - MLC ~ 2016 - Super Concepts & ICFS Specialist SMSF Course - Other - The University of Adelaide
 Rami Elkassem 2006 2005 - Diploma of Financial Services - Diploma (AQF 5) - Institute of Financial Services (IFS) ~ 2006 - Certificate IV in Financial Services (Finance / Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA) ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment (FSTA) ~ 2009 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Raymond Miller 2001 1998 - Bachelor of Commerce (Accounting) - - University of Wollongong ~ 2003 - Count - - Introductory Training Course ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Riste Jurukovski 1999 2010 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Robert Edward Dugdale 2003 1995 - Bachelor of Business - - Griffith University ~ 2000 - Certified Practicing Accountant - - CPA ~ 2001 - Certified Financial Planner - - FPA ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional
 Robert John Bowen Gibson 2017 2004 - Bachelor of Computing (Multimedia Technology) - Bachelor Degree (AQF 7) - Deakin University ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Robert Wolski 2009 2007 - Bachelor of Arts (Psychology) - Bachelor Degree (AQF 7) - Macquarie University ~ 2008 - The Securities & Derivatives Industry Association (SDIA) Accreditation Program - Other - Deakin University ~ 2009 - DFS Module 4 Wealth Creation & Retirement Planning - Other - ThreeSixty ~ 2009 - Graduate Diploma Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Rocco John Liuzzi 2023 2019 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - La Trobe University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Regulations & Taxation - Other - Kaplan Professional
 Rodney Geilman 1996 1991 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2005 - Advanced Strategies for Self Managed Superannuation - Other - ThreeSixty ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Rodney Mcleod 1995 1992 - Bachelor of Business - - La Trobe University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Rodney W Johnstone 1999 1996 - Graduate Diploma in Applied Finance and Investment - - Securities Institue Eduction ~ 2004 - Self Managed Superannuation Funds Adviser Course - - Tribeca/The Strategist Group ~ 2009 - ASX Accredited Listed Products Adviser Program - - Kaplan ~ 2010 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ 2015 - Certified Financial Planner - - FPA
 Ronald George Palmer 2016 1981 - Bachelor of Commerce (Accounting, Finance and Systems) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Securities and Managed Investments - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 Ross Moll 2002 1994 - Bachelor of Commerce - - La Trobe University ~ 2004 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ryan Jones 2016 2009 - Bachelor of Business - - Victoria University ~ 2012 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2016 - Securities and Managed Investments - - Kaplan Professional ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sacha Burchgart 2011 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds - Other - Mentor Education ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2018 - Aged Care Advice - Other - University of New England ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - University of New England
 Sally Luxford 2002 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sally-anne Bell 2002 2002 - ASX Broker Exam - Other - ASX / Securities Institute ~ 2004 - Self Managed Superannuation Funds - Other - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional
 Salvatore Russo 2008 1995 - Bachelor of Commerce - - University of Queensland ~ 2002 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2004 - Diploma core PS146 Skills Competency - - Tribeca (Kaplan Professional) ~ 2005 - Certificate IV Financial Planning - - Tribeca (Kaplan Professional) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Samuel Kenneth Grimes 2011 2008 - Bachelor of Commerce - - La Trobe University ~ 2010 - Diploma in Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Samuel Wilson 2010 2008 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Sunshine Coast ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Sandeep Dang 2003 1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University ~ 2006 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Sandra Shanyu Lau 2002 1999 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2002 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2008 - Self Managed Superannuation Funds - Other - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Sarah Cox 2004 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
 Sarah Kate Illarietti 2017 2016 - Qualification Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Savvas Papadopoulos 2005 1995 - Bachelor of Commerce - - Deakin University ~ 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan (formerly Securities Institute Australia) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2023 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
 Scott Andrew Wilding 1996 2002 - Diploma of Financial Planning (1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2024 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Scott Mcdonald 2008 1985 - Bachelor of Economics - - Monash University ~ 1988 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional) ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Sebastian Joseph Wolf 2018 2013 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Macquarie University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Tax for Financial Advising - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Introduction of Self Managed Superannuation Funds - Other - Kaplan Professional
 Senney Wang 2018 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2014 - Master of Finance - Masters Degree (AQF 9) - University of Melbourne ~ 2019 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Shahin Farrokh Tehrani 2022 2013 - Diploma of Commerce - Diploma (AQF 5) - Queensland Institute of Business and Technology ~ 2016 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Griffith University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Shane Marc O'brien 2023 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Shannon Smit 2016 1995 - Bachelor of Business (Accounting) - - Monash University ~ 1997 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand (CAANZ) ~ 2009 - Master of International Taxation - - University of Sydney ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Shawn Damian French 2007 1989 - Advanced Certificate in Banking & Finance - Certificate (AQF 1-4) - RMIT University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Tribeca ~ 2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Simon Daniel Haden 2007 2004 - Bachelor of Arts - - Deakin University ~ 2004 - Bachelor of Teaching (Primary) - - Deakin University ~ 2007 - RG146 - Securities - - Kaplan (formerly FINSIA) ~ 2009 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional
 Simon Gerard Little 2005 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Simon Leske 2001 2003 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2012 - Margin Lending - Other - Kaplan Professional
 Simone Murad 2017 2008 - Diploma of Financial Services (Financial Planning) - - FINSIA Education (Kaplan Professional) ~ 2017 - Bachelor of Business (Accounting) - - Swinburne University of Technology ~ 2017 - Graduate Certificate in Applied Finance - - Kaplan Professional ~ 2020 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Siu Man Lily MO 2002 1996 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Macquarie University ~ 1998 - Master of Commerce - Masters Degree (AQF 9) - University of Western Sydney ~ 2002 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sonia Emma Turkovic 1992 1995 - Certified Financial Planning (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2004 - Certificate in Applied Self-Managed Super Fund Advice - Other - Tower Trust ~ 2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps (ACS) Pty Ltd ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sonia Mezentseff 1999 1993 - Bachelor of Business (International Trade) - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Aged Care Specialist - Other - Financial Wisdom ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stephen Crowe 2000 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA ~ 2002 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA) ~ 2002 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2004 - Self Managed Superannuation Funds - Other - Tribeca ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stephen Ronald Hubner 2000 2011 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Investment Banking Institute ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
 Steven Brian Duldig 2009 2007 - Bachelor of Commerce (Accounting & Financial Planning) - - Deakin University ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Steven James Cork 2010 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2010 - Master of Commerce - Masters Degree (AQF 9) - Deakin University ~ 2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stuart White 2005 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2006 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Susan DI Pietro 1996 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2002 - Diploma Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - ASX Responsible Executive Exam - Other - Tribeca ~ 2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
 Suzanne Grayling 2006 2003 - Diploma of Financial Planning - - Financial Planning Assocation of Australia ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Tahli Rose Jade Cavagnino 2024 2021 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Monash University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2023 - Introduction to SMSFs - Other - Accurium ~ 2024 - Margin Lending Specialist - Other - Kaplan Professional
 Tania Anne Tonkin 2009 1998 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia ~ 1999 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ) ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Thirza Stacey 1984 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Thomas Ian Whitley 2015 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional ~ 2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
 Thomas Raymond Weir 2004 1996 - Master of Taxation - - University of Melbourne ~ 2000 - Completed DFP 1 equivalent subject Institute of Chartered Accountants - - Securities Institute ~ 2003 - Completed Subjects 2-6 of a Diploma of Financial Planning - - FPA-Deakin ~ 2005 - Self Managed Superannuation Funds Specialist Advisor - - SMSF Professionals Association of Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional
 Tim Blottin 2012 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2019 - Tax for Financial Advising - Other - Kaplan Professional ~ 2020 - Commercial Law - Other - Kaplan Professional ~ 2021 - Superannuation and Retirement Advice - Other - Kaplan Professional
 Timothy DE Luca 2005 1996 - Bachelor of Business (Applied Economics) - Bachelor Degree (AQF 7) - Victoria University ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending - Other - MLC ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Timothy Henry 2009 2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - FINSIA ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Timothy Michael Flynn 2017 2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2016 - CPA Program - Professional Designations - CPA Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 Timothy Raymond Bilston Boxsell 2023 2016 - Taxation Law (Principles) - Other - Charles Sturt University ~ 2017 - Bachelor of Finance (Fin. Planning) - Bachelor Degree (AQF 7) - University of Canberra ~ 2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - SMSF Specialist Advisor (SSA) - Other - SMSF Association
 Timothy Robert Mason 2018 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University ~ 2016 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2022 - SuperConcepts & ICFS Specialist SMSF Online Course - Other - University of Adelaide ~ 2023 - Ethic and Professionalism in Finance Advice - Bridging Course - Ethics - Kaplan Professional
 Todd O'sullivan 2016 2001 - Bachelor of Commerce - - The University of Southern Queensland ~ 2015 - Diploma of Financial Planning - - International Institute of Technology ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Tony Snoyman 2018 1992 - Bachelor of Science with Honours - Bachelor Degree (AQF 7) - University of Witwatersrand ~ 2004 - General Insurance - Other - Financial Education Professionals ~ 2018 - Diploma of Financial Services - Diploma (AQF 5) - Financial Education Professionals ~ 2018 - Self-Managed Superannuation Funds - Other - Financial Education Professionals ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Tracee Huey Xin Pang 2018 2013 - Bachelor of Business (Economics & Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University ~ 2014 - Master of Professional Accounting - Masters Degree (AQF 9) - Swinburne University of Technology ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Tracey Kloner 2011 1997 - Honours Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa ~ 2002 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State ~ 2005 - Master of Business Administration - Masters Degree (AQF 9) - Heriot-Watt University ~ 2009 - Advice in Derivatives and Securities Skill Set - Other - AAMC Training Group ~ 2009 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group
 Trent Martin Logue 2014 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Bachelor of Business (International Business Management) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Trent Mills 2017 1995 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia ~ 1998 - CPA Program - Professional Designations - CPA Australia ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2015 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group
 Troy Heath Carlon 2001 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Learning & Development Services ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Learning & Development Services ~ 2011 - SMSF Borrowings Specialist Adviser Education Program - Other - Financial Review Professional Education ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Tyson Adam Roberts 2018 2008 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Ballarat ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of Sydney ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2020 - Self Managed Superannuation Funds - Other - AAMC Training Group
 Tyson Scott Ayris 2018 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Professional ~ 2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Vaughan Smith 2023 2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2022 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Professional
 Vinh Tran 1999 1991 - Bachelor of Business - - University of Technology Sydney (UTS) ~ 2000 - Diploma core RG146 Skills: pre 2003 - - Professional Development Operations Team ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2015 - Certificate IV Finance and Mortgage Broking - - Kaplan Professional
 Walid David 2003 2003 - Bachelor of Business (Banking & Finance) and Bachelor of Computing - Bachelor Degree (AQF 7) - Monash University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Wayne Clark 2000 1992 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - TAFE NSW ~ 2002 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Wayne Fowler 2003 1986 - Bachelor of Commerce - - University of Newcastle ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Wayne Leslie Higgins 2012 2012 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2017 - Licensee Accreditation - Self Managed Super Funds - Other - MLC ~ 2020 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Wei Hua Hollink 2003 1999 - Certificate IV in Accounting - Certificate (AQF 1-4) - TAFE NSW ~ 2001 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Wendy Susan Barnham 2006 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Diploma of Financial Services (Financial Planning) - - FPA ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional
 William Alexander Smith 0 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Wissam Abou-eid 1993 1998 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Yoppie Sutanto Daniel 2008 2001 - Master of Commerce - Masters Degree (AQF 9) - University of New South Wales ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Yuen Loy Ngeow 2003 2007 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - FINSIA ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2015 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2015 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional